TREASURES RELATIONSHIP MANAGER HNI / WEALTH MANAGEMENT

Location: Chennai / Bangalore
Experience: 10+ Years
Industry: Banking / Financial Services / Wealth Management
Function: Sales & Business Development
Sales Type: Direct Sales Branch + Field Client Engagement

JOB DESCRIPTION

We are looking for an experienced Treasures Relationship Manager to manage and grow relationships with HNI / HNW clients and drive AUM, revenue and portfolio growth through need-based wealth management and banking solutions.

KEY RESPONSIBILITIES

- Acquire and onboard quality HNI / Treasures clients and grow the existing client portfolio.
• Develop and deepen relationships with HNI clients to increase AUM and wallet share.
• Achieve monthly and annual volume, revenue and business targets.
• Drive cross-sell and up-sell of wealth management, investment, insurance and banking products.
• Conduct regular portfolio reviews in collaboration with Wealth, Investment and Insurance specialists.
• Identify client financial needs and provide appropriate wealth management and financial solutions.
• Build long-term relationships and position the bank as the client's primary banking and wealth management partner.
• Drive client retention, product penetration and relationship deepening.
• Handle customer queries and ensure high standards of service and timely resolution.
• Maintain strong understanding of financial markets,



investment products and the local competitive landscape.
• Ensure adherence to KYC, AML, RBI guidelines, risk reviews and regulatory requirements during client onboarding and relationship management.
• Generate prospects through client networks, referrals and exclusive client engagement activities.
- REQUIRED EXPERIENCE

- Minimum 10 years of experience in HNI Sales / Wealth Management / Private Banking / Priority Banking / Affluent Banking.
• Proven experience in HNI/HNW client acquisition and relationship management.
• Strong track record in AUM acquisition/growth, portfolio management and wallet-share expansion.
• Good understanding of financial planning and wealth management products.
• Strong knowledge of investment products, banking products and financial markets.
• Experience in cross-selling and up-selling financial products.
• Solid understanding of KYC / AML and banking regulatory requirements.
• Graduate / Post Graduate; MBA in a relevant field preferred.
• AMFI / IRDAI / FEDAI certification will be an added advantage.

TARGET CANDIDATE PROFILE

Candidates currently working as HNI Relationship Manager, Wealth Relationship Manager, Private Banking RM, Priority Banking RM, Affluent Banking RM, Wealth Manager, Senior Relationship Manager Wealth or Private Banker can be considered.

Write to [email protected]

📌 Treasures Relationship Manager (Chennai)
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